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Appointment Booking Agent

Books seller appointments directly into team calendars via GHL, with confirmation SMS fired automatically after every scheduled call.

Overview

The Appointment Booking Agent integrates lead calendars with your team's booking system. Leads receive appointment options, confirmations happen instantly, and team calendars update in real time.

What Appointment Booking Agent Solves

Booking appointments requires 5-10 back-and-forth messages. 'I'm free Tuesday' vs 'I have a 3pm'. By the time you confirm, the lead has moved on to another agent. Appointment Booking Agent shows available slots, lead picks one, and both lead and agent get confirmed calendar invites within seconds. No back-and-forth.

How It Works

When an agent is ready to book an appointment, the agent submits the lead and available time slots. Lead picks one; both get calendar invites and SMS confirmations.

1

Agent Submission & Available Slots Compilation

The agent submits the lead and available appointment times. The system integrates with GHL calendar to verify actual availability.

Agent triggers booking flow: 'Schedule appointment with [Lead Name]'
Fetch agent's open calendar slots for next 7 days
Filter to specific durations (30min for initial, 60min for follow-up)
Build offer: 3-4 slots with day, time, duration, location
2

Lead Slot Selection & Confirmation

Lead receives SMS with slot options. One tap to confirm.

Send SMS: 'Pick a time for your call: 1) Tue 2pm, 2) Wed 10am, 3) Thu 3pm'
Lead replies with number (1, 2, or 3)
Trigger confirmation: 'Great! Confirmed: [Date] [Time]. [Agent Name] will call.'
Create calendar event in lead's timezone
3

Dual Confirmations & CRM Update

Both lead and agent receive confirmed calendar invites. CRM is updated with appointment details.

Send agent Google Calendar invite with lead contact details
Send lead SMS confirmation: 'Calendar invite sent'
Create CRM task for agent 'Call [Lead] — [Date] [Time]'
2 hours before: Send both lead and agent reminder SMS

Key Benefits

✓No back-and-forth — lead picks, both get calendar invites instantly
✓GHL integration keeps team calendars in perfect sync
✓SMS confirmation is immediate — no email delays
✓Lead and agent both get reminders — fewer no-shows

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Appointment Booking Agent | The Independent Broker Collective